WSCVX Mutual Fund

WSCVX Mutual Fund (North Star Small Cap Value Fund Investor Class) is managed by North Star Mutual Funds with $33.8M in net assets. WSCVX expense ratio is 1.22%, holding 50 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2008-02-01.

WSCVX performance shows a YTD return of 23.60%. The 1-year return is 37.99% and the 5-year return is 11.49%. WSCVX dividend yield stands at 10.71%, paid annually.

WSCVX top holdings include First Am Treas Obli-X (7.5%), Postal Realty Trust Inc- A Common Stock (3.8%), Allient Inc (3.6%), Comfort Systems USA Inc. (3.6%), Azz Inc (3.6%). Go to all WSCVX holdings, WSCVX sectors, or WSCVX dividends.

WSCVX can be compared against other funds. Use WSCVX overlap to find shared positions, or WSCVX vs another fund for a side-by-side view. WSCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.